Chartered Financial Planner β€” Wealth & Estate Specialist

Chartered Financial Planner β€” Wealth & Estate Specialist

Full-Time No working from home possible
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Aldrich & Company Limited, a leading Wealth Manager in the City, is seeking a Chartered Financial Planner to deliver tailored retirement and estate planning advice.

You will collaborate with the Head of Wealth Planning and Investment Managers to serve high-net-worth clients, build strong relationships, and contribute to the firm's growth while ensuring regulatory compliance and excellent client service.

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Chartered Financial Planner β€” Wealth & Estate Specialist employer: Aldrich & Company Limited

Aldrich & Company Limited is an exceptional employer located in the vibrant City of London, offering a dynamic work environment that thrives on collaboration and proactive engagement. Employees benefit from a supportive culture that prioritises professional growth, alongside competitive benefits tailored to enhance work-life balance. Joining our team means being part of a fast-paced private equity firm where your contributions are valued and opportunities for development are abundant.

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Contact Details:

Aldrich & Company Limited Recruitment Team